What users are saying about
4 Ratings
4 Ratings
4 Ratings
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Score 9 out of 100
4 Ratings
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Score 9.2 out of 100

Likelihood to Recommend

ALTO Exchange

This is a good portal for accounting and even sales personel to use in their jobs if they are needing to access purchase orders from our customers
Anonymous | TrustRadius Reviewer

HoneyBook

Because HoneyBook is so easy to use and set up, I would definitely recommend HoneyBook to a new small business owner who is looking to collect general client information and manage clients. I would not recommend HoneyBook to a larger company or really anyone that as a standard books more than 1 event on a day (the system sees that as a conflict and sends error messages). Anyone that wants to really make use of data should not use HoneyBook as that's not what this system is designed for.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

ALTO Exchange
HoneyBook
9.2
Customer data management / contact management
ALTO Exchange
HoneyBook
7.9
Workflow management
ALTO Exchange
HoneyBook
7.9
Opportunity management
ALTO Exchange
HoneyBook
8.9
Integration with email client (e.g., Outlook or Gmail)
ALTO Exchange
HoneyBook
10.0
Contract management
ALTO Exchange
HoneyBook
10.0
Quote & order management
ALTO Exchange
HoneyBook
10.0
Interaction tracking
ALTO Exchange
HoneyBook
10.0

Customer Service & Support

ALTO Exchange
HoneyBook
9.8
Case management
ALTO Exchange
HoneyBook
9.5
Help desk management
ALTO Exchange
HoneyBook
10.0

Marketing Automation

ALTO Exchange
HoneyBook
10.0
Lead management
ALTO Exchange
HoneyBook
10.0

CRM Project Management

ALTO Exchange
HoneyBook
9.1
Task management
ALTO Exchange
HoneyBook
10.0
Billing and invoicing management
ALTO Exchange
HoneyBook
9.1
Reporting
ALTO Exchange
HoneyBook
8.1

CRM Reporting & Analytics

ALTO Exchange
HoneyBook
6.0
Customizable reports
ALTO Exchange
HoneyBook
6.0

Customization

ALTO Exchange
HoneyBook
9.5
Custom fields
ALTO Exchange
HoneyBook
9.5
Custom objects
ALTO Exchange
HoneyBook
9.5

Security

ALTO Exchange
HoneyBook
9.5
Single sign-on capability
ALTO Exchange
HoneyBook
10.0
Role-based user permissions
ALTO Exchange
HoneyBook
8.9

Platform

ALTO Exchange
HoneyBook
7.3
Mobile access
ALTO Exchange
HoneyBook
7.3

Pros

ALTO Exchange

  • Clean easy to navigate interface
  • Excellent and accurate customer service
  • Easy to get activated for both customer and vendor relations
Anonymous | TrustRadius Reviewer

HoneyBook

  • Task reminders for leads and clients.
  • Automated emails based on workflow assignments.
Kristin Cole | TrustRadius Reviewer

Cons

ALTO Exchange

  • When submitting an invoice and error is generated the error is not too clear on how to fix the issue
  • Ability to scan or upload PDF invoice to customer
  • Email confirmation that invoice has been successfully submitted
Anonymous | TrustRadius Reviewer

HoneyBook

  • The inability to export client data is ultimately what led us to switch to another CRM. It was great to be able to see all client project information within the specific project, but we needed everything from contracts, to general client data to form submissions and questionnaires to ALL be exportable data and that was not an option. All information only lived in HoneyBook.
  • HoneyBook's forms were beautiful but I wish they would have been able to link to SurveyMonkey or Zapier to allow for more integrations. We might not have switched to another platform had that been the case.
Anonymous | TrustRadius Reviewer

Alternatives Considered

ALTO Exchange

N/A this was setup by my customer for us to use
Anonymous | TrustRadius Reviewer

HoneyBook

We researched many other CRM programs before choosing HoneyBook (including Dubsado, DJ Event Planner, Zoho, Salesforce, and Intellivent). HoneyBook had the best offerings for the best price and has been a successful solution to our needs. The task management, pipeline, and task management for clients are unmatched and very easy to use. We were able to customize all of our emails, brochures, and contracts to match our brand and provide a streamlined experience for our clients. HoneyBook has also been excellent at continually improving the platform and having new releases on a consistent basis. Even if the software doesn't have all the things I need (we have worked through some kinks along the way due to our company size), they are constantly growing and improving. I have also received excellent customer service from everyone at HoneyBook even though I have been demanding at times. These are the reasons I have stayed with HoneyBook even though there are a couple of improvements to the system (related to team functionality and reporting) that we are waiting for. I would recommend this software to anyone in my industry!
Kristin Cole | TrustRadius Reviewer

Return on Investment

ALTO Exchange

  • Too early to tell just started using it
Anonymous | TrustRadius Reviewer

HoneyBook

  • HoneyBook was very cost effective which was great for ROI!
  • HoneyBook was easy to use which made for a quick employee on-boarding for new team members.
  • HoneyBook had some features that were not available on the platform that are considered standard for any other CRM such as data pull, platform integrations, and customization options.
Anonymous | TrustRadius Reviewer

Screenshots

Pricing Details

ALTO Exchange

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required

ALTO Exchange Editions & Modules

Additional Pricing Details

HoneyBook

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

HoneyBook Editions & Modules

Edition
Unlimited Plan - Annual$3901
Starter Plan$92
Unlimited Plan - Monthly$392
  1. Year
  2. Month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

ALTO Exchange
8.2
HoneyBook
9.0

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